Tax Manager/Director - Financial Services jobs in United States
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CLA (CliftonLarsonAllen) · 1 month ago

Tax Manager/Director - Financial Services

positionPeoria, IL
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff, Director/Executive
money$95K/yr - $171K/yr
date6+ years exp

CLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are seeking a Tax Director or Manager to consult with clients, lead tax engagements, and develop team members in their Financial Services Tax practice.

AccountingConsultingOutsourcing
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Consult with clients on business processes such as succession and tax planning
Lead, schedule, supervise, and review tax engagements
Develop and train team members to help them build inspired careers
Foster and build opportunities for our clients, communities, and people
Become an industry professional and attend industry-leading events and trainings
Perform a range of tax procedures in accordance with the size and complexity of the engagement
Review complex individual and corporate tax returns

Qualification

CPATax planningTax return reviewPublic accounting experienceASC 740 knowledgePartnership taxationREITs knowledgeFinancial instruments knowledgeTeam developmentClient consultationIndustry events participation

Required

You have a minimum of 6 years of experience serving in a tax role with a public accounting firm
You have a bachelor's degree in accounting, Finance, or a related field
CPA is required. JD or EA may be accepted in place of CPA certification
Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities
Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments

Benefits

Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Health, dental, vision, 401k and much more

Company

CLA (CliftonLarsonAllen)

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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
dateFounded in 1960
location
Minneapolis, Minnesota, USA
people-size5001-10000 employees
web-link
http://www.claconnect.com

H1B Sponsorship

CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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T
Todd A. Steiner
Outsourcing CFO
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